Key Financial Inc’s Equinor EQNR Stock Holding History

Key Financial Inc’s Portfolio EQNR Stock Details EQNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-171	Closed	-$4.88K	–	1353
2024 Q2	$4.88K	Hold	171	–	–	﹤0.01%	962
2024 Q1	$4.62K	Hold	171	–	–	﹤0.01%	959
2023 Q4	$5.41K	Hold	171	–	–	﹤0.01%	903
2023 Q3	$5.61K	Hold	171	–	–	﹤0.01%	870
2023 Q2	$5K	Hold	171	–	–	﹤0.01%	935
2023 Q1	$4.86K	Hold	171	–	–	﹤0.01%	820
2022 Q4	$5.66K	Hold	171	–	–	﹤0.01%	767
2022 Q3	$6K	Hold	171	–	–	﹤0.01%	746
2022 Q2	$6K	Hold	171	–	–	﹤0.01%	745
2022 Q1	$6K	Hold	171	–	–	﹤0.01%	743
2021 Q4	$5K	Hold	171	–	–	﹤0.01%	709
2021 Q3	$4K	Hold	171	–	–	﹤0.01%	732
2021 Q2	$3K	Hold	171	–	–	﹤0.01%	734
2021 Q1	$3K	Hold	171	–	–	﹤0.01%	644
2020 Q4	$3K	Buy	+171	New	+$2.59K	﹤0.01%	606
2020 Q2	–	Sell	-171	Closed	-$2K	–	252
2020 Q1	$2K	Buy	+171	New	+$2.76K	﹤0.01%	600

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Key Financial Inc's EQNR Position: Q3 2024 in Review

Key Financial Inc sold out of Equinor (EQNR) in Q3 2024, closing a stake of 171 shares — an estimated $4.88K sold.

Key Financial Inc first reported a position in EQNR in Q1 2020 and held it in 16 quarters. The position peaked at $6K in Q3 2022. 309 funds tracked by Wall St. Rank hold EQNR as of Q3 2024.

Key Financial Inc reported no remaining Equinor position as of Q3 2024 after selling out during the quarter.
Key Financial Inc sold 171 Equinor shares in Q3 2024, an estimated $4.88K.
Key Financial Inc first reported a position in Equinor in Q1 2020 and held it in 16 quarters.
Key Financial Inc's Equinor position peaked at $6K in Q3 2022.
309 funds tracked by Wall St. Rank held Equinor as of Q3 2024.

Based on Key Financial Inc's 13F filing for Q3 2024, filed 29 Oct 2024.